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FinTrust Capital Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

FinTrust Capital Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$15.7K Hold
232
– – ﹤0.01% 857
2024
Q2 		$14.5K Hold
232
– – ﹤0.01% 831
2024
Q1 		$15.2K Hold
232
– – ﹤0.01% 786
2023
Q4 		$14.3K Hold
232
– – ﹤0.01% 767
2023
Q3 		$12.6K Hold
232
– – ﹤0.01% 747
2023
Q2 		$12.3K Hold
232
– – ﹤0.01% 738
2023
Q1 		$12.3K Hold
232
– – ﹤0.01% 736
2022
Q4 		$12.3K Hold
232
– – ﹤0.01% 732
2022
Q3 		$12K Hold
232
– – ﹤0.01% 833
2022
Q2 		$13K Hold
232
– – ﹤0.01% 823
2022
Q1 		$14K Hold
232
– – ﹤0.01% 846
2021
Q4 		$15K Buy
+232
New +$15.4K ﹤0.01% 828

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

FinTrust Capital Advisors's SMMD Position: Q3 2024 in Review

FinTrust Capital Advisors held its iShares Russell 2500 ETF (SMMD) position steady in Q3 2024 at 232 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

FinTrust Capital Advisors first reported a position in SMMD in Q4 2021 and has held it in 12 quarters since. 174 funds tracked by Wall St. Rank hold SMMD as of Q3 2024.

  • FinTrust Capital Advisors held 232 shares of iShares Russell 2500 ETF worth $15.7K as of Q3 2024.
  • FinTrust Capital Advisors left its iShares Russell 2500 ETF share count unchanged in Q3 2024.
  • iShares Russell 2500 ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #857 holding.
  • FinTrust Capital Advisors first reported a position in iShares Russell 2500 ETF in Q4 2021 and has held it in 12 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.